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About Financial Planning Week
Is an ongoing effort by the Financial Planning Institute (FPI) to make financial planning a
fundamental aspect of South Africans lives. It cannot be done in isolation, and although it is
an ongoing objective, it is celebrated by the industry and other key role players during a week
of dedicated and focused energy by all players.Raise awareness of the importance of financial planning and provoke a call to action to all
stakeholders for the benefit of all South Africans;Encourage industry to promote the value of financial planning to their clients;Provide a platform for professional financial planners to discuss the necessity and progress
of a financial planning profession;Encourage consumers to take positive ‘planning’ action;Promote the benefits of comprehensive financial planning to South Africans, other financial
planners, financial services providers and regulators;Promote the value of the CFP® designation to the industry and public; andDifferentiate the nature of financial planning from that of product-oriented financial
Financial planning is the process of structuring and arranging your financial resources
to meet your life goals. These can be as short term as saving for a car, to long term
planning for retirement.Write down your financial goals.Draw up a spending plan (budget).
Ways to invest in your future during Financial Planning Week
TALK and ACT!Include your children in the running of the household budget for a month.Get your estate in order: Create or revise your will.Create an emergency fund.Invite a professional financial planner to speak at your workplace.Click here
to download more tips on how to
invest in your future during Financial Planning Week.
Take action and book for a free financial planning activity in your area. Click on the links
below for more information
Cape TownCrue Invest (Pty) LtdVeritas WealthCore Wealth
East LondonUlysses Consulting
UmhlangaLifestyle Wealth Planners
Only a few weeks left before Financial Planning Week kicks off. So, are you willing to make
a real difference in the lives of South Africans, while positioning yourself as a true
professional in your field?
Volunteer now and make a difference.
Ways you can get involved to help promote Financial Planning Week:
- Reach out…? To your friends, family, clients and colleagues about the importance of Financial
Planning Week and why they should spread the word about the importance of professional financial
- E-mail…? Your clients a link to the financial planning section of the FPI website or add the
link or Financial Planning Week logo in your email signature
- Get Social ...? On Twitter, Facebook and LinkedIn.
- Comment...? On financial planning blogs and online articles and tell people about why you
think financial planning can benefit South Africans.
- Hand out...? Copies of consumer brochures to your clients and colleagues. These brochures
highlight the importance of financial planning.
- Host information sessions… on subjects related to financial planning
- Host the FPI MYMONEY123™ sessions…
- Provide free financial planning consultation … You can volunteer to participate in Financial
Planning Week by providing “free financial planning
consultation” during that week.
Download the“Ways to Get Involved”
Want to get involved?
To book or to attend one of the sessions around your area, or to volunteer for this
Riana Badenhorst, Consumer Affairs Coordinator
T: +27 11 470- 6000
Our media centre can provide you with articles, spokespeople (FPI executives and CERTIFIED
professionals) and leading commentary on a variety of issues and
topics relating to financial planning and Financial Planning Week.To arrange an interview, contact our press team:FleishmanHillard
T: +27 11 548-2001
Tsholofelo Dihutso CPRP, Communications Specialist
T: +27 11 470-6000